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Monday, May 14, 2018
13:30 - 17:30 Preconference Workshop: Freight Rates

View all the workshop information
(additional registration required) 
17:30 - 19:30 Opening Cocktail Reception

Open to all conference delegates
Tuesday, May 15 2018 Main Conference Agenda
08:00 - 09:00 Registration and Morning Refreshments 
09:00 - 09:05

Chairperson’s Welcome and Opening Announcements

09:05 - 09:45 Shifts in Export Infrastructure: With the continued evolution of US exports; what are some of the key considerations for moving crude and products? This talk will discuss new terminal projects and capacity for the USGC including Corpus, Port of Houston and Port Arthur. Additionally we will discuss developing export points and how this will impact the overall shipment for crude and products internationally. 
  • Assess new terminal expansion projects 
  • Analyze sustainably for crude exports in the US Gulf coast 
  • Evaluate the advantages for exporting from Corpus Christi, Port of Houston and Port Arthur
  • Discuss which ports and export locations might develop in the coming years
Brent Secrest
Senior Vice President, Liquid Hydrocarbons Marketing
Enterprise Products
 09:45 - 10:15 Optimizing Refining and Midstream Assets as Crude and Fuel Grades Shift: This talk will discuss refinery dynamics including supply and demand balances for crude and refined products. Additionally we will explore pricing, quality, export vs import economics, the outlook for additional capacity and other key considerations. The discussion will look at how to optimize refining and midstream assets as crude flows and fuel grades shift.
  • Explore global refining dynamics
  • Understand supply and demand balance for crude and refined products
  • Assess pricing and export vs import economics
  • Analyze the outlook for additional capacity
Joseph Israel
President and CEO
Par Petroleum
10:15 - 10:45 Morning Networking Break
10:45 - 12:00 Session 1: US Exports and the Chinese Market – A Perfect Match or Trade War Brewing?

Chinese demand, import infrastructure and refining capacity: The growth in Chinese refining capacity will help ensure a balanced market for crude, but Chinese refined products are increasingly spilling over into the seaborne market. What is driving Chinese demand, and how will this affect global oil trade?
  • Explore how China’s surplus of refining capacity and rising product exports are partially offsetting growth in crude import requirements
  • Understand how China matched the massive build-out in US export capacity in terms of its ability to import, store and refine crude and what this means for US exporters
Tom Reed
China/Asia Energy Editor
Argus

Trade under Trump- A trade war brewing?
: Hear an update on NAFTA, KORUS, TPP and other international trade agreements. Additionally, hear how the Trump Administration is turning to seldom used U.S. trade laws to protect steel, aluminum, solar cells and other domestic industries from import competition as part of his American First agenda as well as an update on the brewing trade war with China.
  • Assess the outlook for the U.S. – China trade relationship and the future of the World Trade Organization
  • Understand how a protective Trump administration views current international agreements
  • Explore US foreign policy and how it its impacting international energy trade 
Duane Layton
Partner
Mayer Brown LLP

The evolving geopolitical and security matrix for energy infrastructure investments: With the Trump administration’s focus on domestic infrastructure and trade policy, there is considerable uncertainty in how markets, politics, and security will overlap. This presentation will discuss these new trends and how intensifying and volatile conflict with both traditional security threats as well as long-time allies like South Korea and new partners like China, both major destinations for the new crude oil exports from the US, make this an unusually important moment to evaluate the intersection of security issues with US energy export infrastructure.
  • Evaluate the intersection of politics, security, and markets 
  • Understand the threats posed by conflict and unrest, and how that will affect crude and refined products exports 
  • Assess terrorism and heightened interest for ISIS and other groups to target energy shipments and infrastructure 
Andrew Holland
Director or Studies and Senior Fellow for Energy and Climate
American Security Project
12:00 - 13:45 Networking Lunch
13:45 - 15:00 Session 2: Constraints on Infrastructure Development (North America and Abroad)

Challenges of developing infrastructure projects in North America- Funding, timing, regulatory issues
: Hear a port perspective on infrastructure projects and the outlook for VLCC's. Additonally this talk will analyze some of the recent port expansions in the USGC and other developments for US crude exports.  
  • Understand a port’s perspective on operations, activity and capacity 
  • Explore potential details on projects and the future of VLCC's
Delivering product to the Mexican market- Infrastructure and transportation: This talk will explore the progress on moving products since the liberalization of the Mexican market. Join this discussion to hear an update on terminals and rail utilization as well as how limited storage capacity continues to bottleneck the supply chain. Additionally we will provide details on what is moving and an outlook on future infrastructure investments.
  • Analyze the progress and advancement in infrastructure to move product into Mexico
  • Hear and update on storage capacity, terminals and rail projects around the border
  • Assess product movement volumes and whether existing infrastructure is sufficient 
Michael Moss
Vice President, Business Development
Rangeland Energy

Fireside Chat- Leveraging Market Intelligence, Advocacy and Commercial Diplomacy to Maximize International Exports: Understand how the US Department of Commerce can assist with due diligence, market research and intelligence to assist organizations in the exports market. Additionally we will explore how partnering can help you to identify potential trade partners and set your organization for success when entering new markets.
  • Analyze how collected data can optimize product movements internationally
  • Assess strategies for commercial diplomacy for global exports
Peter Tataris
Senior International Trade Specialist, U.S. Commercial Service
U.S. Department of Commerce, International Trade Administration
15:00 - 15:30 Afternoon Networking Break 
15:30 - 17:00 Session 3: The Hunt for Red Hot Markets

Global arbitrage opportunities and US crudes in the international markets
: Take an in-depth look at growing price disparities between international markets and understand the benefits and challenges purchases weigh within arbitrage. Explore the dynamics of buying from overseas and how those markets differ from region to region. Learn how imports including the coastal US, Midcontinent and Gulf coast can alter or disrupt the traditional flow of products inside the US and assess the corresponding North American crude oil supply environment and applicable pricing implications. Additionally we will provide an outlook for the global supply/demand balance going forward.
  • Understand inconsistencies in purchasing options for crude and products domestically vs oversees refiners should keep an eye on
  • Hear details on arbitrage and understand how to calculate proper metrics
  • Learn details on international flows and key demand regions and a description of current US oil exports
  • Assess the global pricing implications related to supply and demand balances
Jeff Kralowetz
Vice President, Business Development
Argus

Mediterranean crude markets impacting the global supply and demand balance
: Recently there has been a divergence from Russian crude for Mediterranean refiners for a variety of reasons including Libyan crude availability. How has this impacted the global market and what does this mean for competition in the global market? Join this talk as we discuss:
  • Diversification away from Russian crude for Mediterranean refiners
  • How much Libyan crude will be available
  • Impact of long-term competition to Europe from Indian, Middle Easter and Asia-Pacific refiners and the effect on crude demand 
Johannes Benigni
Group Chairman
JBC Energy

Latin America export dynamics from the USGC: Hear an in depth viewpoint on the export market for products with particular focus on Mexico and the rest of Latin America.
  • Understand where US refined products exports go
  • Analyze what is the US exporting and seasonality of exports
  • Evaluate the main export facilities in the USGC and USWC 
17:00 - 19:00 Evening Networking Cocktail Reception

Open to all conference delegates 

Wednesday, May 16, 2018 Main Conference Agenda (cont.)

08:00 - 09:00 Registration and Morning Refreshments
09:00 - 09:05 Chairperson's Welcome and Day 1 Recap
09:05 - 10:30 Session 4: Crude on the Waves

The global maritime tanker market: This presentation will give a market overview for international tanker shipments
. What are the considerations for operating vessels to trade globally with varying logistical structures?
  • Hear an overview for marine markets and tanker operations
  • Explore how to overcome marine bottlenecks 
  • Understand how to conduct marine trade internationally with varying logistical structures
Gary Morgan
Director, Market Analysis, Deep Sea Tankers
Clarksons Platou Shipping Services USA LLC

Panel Discussion: Tanker Outlook – Freight Rates, Demurrage, The Impact of Sulphur Regulations on Shipping Cost and Access to Capital: Join us as we discuss key considerations for maritime markets including access to capital as well as bank and equity financing. Additionally we will explore the outlook for freight rates and demurrage along with the impact for overall movements for crude and products internationally. This interactive panel discussion has a variety of ways to submit questions and comments ensuring you get the most out of the event possible.

Ben Nolan
Director, Shipping Research
Stifel

Kevin Sterling, CFA

Managing Director and Senior Equity Research Analyst, Equity Research | Airfreight and Logistics & Maritime
Seaport Global Securities LLC

Brendan Hoffman

CEO
Haugen Consulting
10:30 - 11:00 Morning Networking Break
11:00 - 12:30 Session 5: Regulatory Issues Affecting Crude and Refined Products Demand and Light/Heavy Spreads

The looming impact of MARPOL Annex VI for refiners and transporters
: How will the IMO sulfur restriction announcement likely affect bottom of the barrel products as well as other motor fuels and heavy crude demand? How will supply and demand balances and export trends shift as a result?
  • Hear an overview of the challenges, the current worries and risks for the crude markets and products in light of the recent regulations 
  • Analyze some of the likely scenarios going forward
  • Understand how those scenarios will affect refiners and crude oil producers
Edward Arnold
Senior Consultant
Argus

RINS and exports- Considerations for the 2018 export market
: How are refiners RFS obligations calculated? How exports of gasoline or diesel handled to exclude them from refiners’ RFS obligations? How does an obligated party calculate their RIN cost per gallon of gasoline and diesel fuel on a given day? What about any renewable fuels that might be blended into gasoline or diesel at the time of export? How are renewable fuel export volume obligations calculated?
  • Understand how are refiners RFS obligations calculated
  • Explore how to calculate RIN cost per gallon on a given day for gasoline and diesel
  • Analyze how renewable fuel export volume obligations are calculated
Sandra Dunphy
Director, Energy Compliance
Weaver and Tidwell, LLP

Dissecting IEPS taxes for gasoline and diesel prices in Mexico
: This talk will flesh out the features surrounding the excise tax for inland transactions for nationally produced barrels and imports. We will discuss the government announced short term fiscal incentives and its application for a particular IEPS category. Additionally we will describe how these taxes trickle down to the final consumer and how importers who are paying this tax are able to get it back in the transaction down the supply chain.
  • Hear an overview of IEPS taxes by commodity
  • Explore the excise tax for inland transactions for nationally produced barrels and imports
  • Understand fiscal incentives specific to IEPS and additional fiscal concepts
Oscar López Velarde Pérez
‎Tax Partner
Ritch Mueller
12:00  Chairperson’s Closing Comments and Conclusion of Event

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